Con el nivel profesional, el acceso institucional, usted obtiene acceso a más estrategias de inversión y a tasas relativas más bajas.
Ser independiente y abierto significa que Impact puede obtener opciones de inversión de nivel profesional de muchas plataformas y proveedores diferentes, lo que nos permite adaptar mejor sus recomendaciones.
Acceso independiente, abierto e institucional
Impact Financial holds itself to a fiduciary standard which is a legal obligation to put our client’s interest first, ahead of the company’s. Not all investment advisors are held to this same standard.
At Impact Financial we make zero commission, removing any conflict of interest.
Fiduciary & No Commission Conflicts
Our recommendations are based off of evidenced based, academic research. Plus, you'll have access to some of the top minds in the industry at the forefront of research.
This focus and access pairs well with being an independent firm since we can purse any investment approach that research supports and is a fit for you.
An Intentional & Academic Approach
The ideal investment portfolio can change depending on your tax and financial plan. A comprehensive approach will consider the tax efficiency of investments, income needs and other considerations to make sure your portfolio aligns with the rest of your plan.
In-Depth & Comprehensive Advice
Investments are not restricted to “model portfolios.” You are unique. Your money should be too. We'll consider company stock, private real estate or other large financial exposures along with your investment portfolio.
We can also consider unique investments like venture capital and other private investments, if warranted. Or if you hold crypto assets, we can advise on how to incorporate this into your portfolio as well.
A Customized Approach
